See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,866 | $50,958-82.6% | $74,550-88.1% | $64,186-86.2% |
| Participation rate | 77.4% | 61.1%+16.4pp | 69.1%+8.3pp | 69.6%+7.9pp |
| Annual return | -4.92% | -1.86%-3.1pp | 32.53%-37.4pp | 7.63%-12.6pp |
| Employer contribution / active EE | $431 | $1,115-61.3% | $1,961-78.0% | $2,381-81.9% |
| Participant deferral / active EE | $1,228 | $2,301-46.6% | $3,108-60.5% | $3,470-64.6% |
| Admin fee / account holder | $68 | $4,223-98.4% | $5,060-98.7% | $4,888-98.6% |